Cannon Financial Institute

The unfulfilled promise: IBD growth via supporting advisor growth


For the executive leader of today’s mid-tier brokerdealer, a key charge is to profitability grow the firm. The challenge is having the right balance of growth - which drives revenues - and operational efficiency, which drives profitability.

The last five years have seen a heavy focus on helping BDs and advisors create operational efficiencies as technology firms, process consultants, clearing firms and others all continue to bring new solutions to shave expenses and create additional capacity. Registration Required


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